Well Done, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$206,400
-0.3%
3,986
-0.2%
0.04%
-13.7%
Q3 2022$207,000
-7.2%
3,992
-0.2%
0.05%
+4.1%
Q2 2022$223,000
-8.6%
4,000
-0.5%
0.05%0.0%
Q1 2022$244,000
+8.9%
4,020
+12.7%
0.05%
+8.9%
Q4 2021$224,0003,5660.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 24,648,549$1,496,413,00092.91%
NinePointTwo Capital LLC 2,739,343$166,305,00044.98%
Walker Financial Services, Inc. 687,180$41,718,71438.30%
Carolina Wealth Advisors, LLC 354,702$21,534,00013.60%
Joseph Group Capital Management 211,679$12,851,00012.96%
LifeGuide Financial Advisors, LLC 252,709$15,342,00011.84%
Sensible Financial Planning & Management, LLC. 725,861$44,067,00011.78%
RE Dickinson Investment Advisors, LLC 242,169$14,702,0009.88%
Charles Schwab Investment Advisory, Inc. 97,234,136$5,903,084,0009.38%
SVB Investment Services Inc. 230,030$13,965,0008.66%
View complete list of SCHWAB STRATEGIC TR shareholders